Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,850 $249K 0.3% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,925 $244K 0.05% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,800 $242K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,797 $242K <0.01% -1,049 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,938 $240K 0.01% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,780 $239K 0.03% -125 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,774 $239K 0.02% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,718 $231K 0.32% -1,124 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,686 $227K <0.01% -1,089 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,672 $225K 0.05% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,661 $223K 0.01% +6 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,653 $222K 0.13% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,642 $221K 0.26% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,631 $219K <0.01% -541 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,618 $218K 0.12% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,601 $215K 0.18% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,591 $214K <0.01% -13,753 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,575 $212K <0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,533 $206K 0.13% -493 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,527 $205K 0.05% -113 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,501 $202K 0.02% -301 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,500 $202K 0.13% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,500 $202K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,493 $201K 0.02% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,462 $197K <0.01% +978 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,430 $192K 0.01% +314 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,427 $192K 0.02% +72 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,159 $156K 0.06% +701 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,121 $151K 0.01% +359 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,105 $149K <0.01% +174 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $134K 0.07% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 957 $129K <0.01% -8,521 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 901 $121K <0.01% -42 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 873 $117K 0.08% +82 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 860 $116K <0.01% +281 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 822 $111K 0.03% -182 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 819 $110K <0.01% +401 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 741 $99.7K 0.01% 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 730 $98.2K 0.05% -171 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 718 $96.6K 0.02% +227 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 687 $92.4K <0.01% +164 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 658 $88.5K <0.01% -126 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 649 $86.4K <0.01% +223 13F-HR/A Timeline Group Amundi in group Amundi More: the full row for Amundi 627 $83.3K <0.01% -56 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 614 $82.6K 0.01% +507 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 585 $77.9K 0.01% +114 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 571 $76.8K 0.01% -175 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 550 $74K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 547 $73.6K 0.02% -243 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 545 $73.3K 0.03% +7 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 533 $71.7K 0.01% -2,466 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 500 $67.2K 0.04% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 435 $58.5K <0.01% -100,006 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 410 $55.1K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 389 $52.3K <0.01% +318 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 373 $50.2K <0.01% -185 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 370 $49.8K <0.01% -570 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 361 $49K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 275 $37K <0.01% -423 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 272 $36.6K <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 255 $34.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 244 $33K <0.01% +46 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240 $32.3K <0.01% +38 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 232 $31.2K 0.01% +209 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 227 $30.5K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 224 $30.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 217 $29.2K <0.01% +54 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 213 $28.6K <0.01% -7 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 215 $28K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 202 $27.2K 0.01% -3 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $26.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 200 $26.9K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 196 $26.4K 0.01% -79 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 192 $23.2K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 171 $23K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 152 $20.4K 0.03% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 147 $20K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 146 $19.6K 0.01% +32 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 145 $19.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 139 $18.7K 0.02% +42 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 136 $18.3K <0.01% -47 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 132 $17.8K <0.01% +8 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 133 $17.7K <0.01% -114 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 125 $16.8K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 118 $16K <0.01% -15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 116 $16K <0.01% -17 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 116 $15K <0.01% +29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 110 $14.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $13.4K <0.01% -23 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 97 $13K <0.01% +90 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 95 $12.8K <0.01% -117 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 85 $11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 76 $10.2K <0.01% +38 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 76 $10.1K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 73 $9.82K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $8.61K <0.01% +2 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 63 $8.47K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 60 $8.07K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 57 $7.67K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $7.67K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 65 $7.26K 0.01% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 51 $6.86K <0.01% -21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $6.72K <0.01% +13 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 50 $6.72K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 49 $6.59K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 44 $5.92K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 38 $5.11K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 33 $4.44K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 32 $4.3K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 30 $4.1K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 25 $3.36K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23 $3.09K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23 $3.09K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 21 $2.83K <0.01% new 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 21 $2.83K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 19 $2.56K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 19 $2.56K <0.01% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18 $2.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 17 $2.29K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $2.15K <0.01% -1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $2.15K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $1.75K <0.01% 0 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13 $1.75K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $1.48K <0.01% -1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $1.48K <0.01% -234 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10 $1.34K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $1.34K <0.01% -98 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $1.21K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9 $1.21K <0.01% +7 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $1.21K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8 $1.08K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $1.08K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $807 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5 $673 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $673 <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $673 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $673 <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4 $538 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4 $538 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $534 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $404 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $404 <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3 $379 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $363 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 2 $269 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $269 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $269 <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2 $269 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $135 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $135 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $135 <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $131 <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,963 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -72 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.